Bean Counter to Boardroom · 2.1 Discussion Points - Accounting Software vs ERP Accounting Software...
Transcript of Bean Counter to Boardroom · 2.1 Discussion Points - Accounting Software vs ERP Accounting Software...
Bean Counter to BoardroomIs your data delivering information or is it just data?
Lyall O’Carroll - Business Development
Alex de Ryhove - Technical Director
Agenda
1. Welcome and Introduction
• Who is…
2. Discussion Points
1. Accounting Software vs ERP
2. More than Just Accounting
3. Integrated Departments
4. Data Driven Decisions
3. Demo
4. Summary
5. Q&A SessionNote
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Welcome and Introduction
Lyall O’Carroll
For over a decade I have helped companies and
business leaders unlock potential and revenue within
their business. I am fortunate to be working with a
community of professionals who are passionate about
growing theirs and other business’s. Whether you want
to be more relevant, more productive, more efficient, or
you just want to do better business, then I believe there
is an opportunity for us to work together.
1
Alex de Ryhove
Through 14 years with Bluekey Seidor we have seen the
business grow from a few people to now a few hundred.
The key to this is attention to detail as well as delivering
on our commitments. As Technical Director I look to
make sure that we continue to deliver at the highest
standards and that our customer remain loyal and
fulfilled by our services.
Primer VAR de
SAP en España y
Tercero a nivel
Mundial
Más de 180
ConsultoresMore than
300 customers
More than 80
consultants
Experience in
more than 50
industriesCloud offering
Capability to
approach
international
projects
Expert team in new
technologies. Nº 1
in HANA
Flexibility and
adaptability to
customer needs
Who is Bluekey Seidor?
ERP is what we do
No.1 partner in
Africa and No. 1
Globally
1
Where will you find us?
Seidor Global Presence1
Discussion Points - Accounting Software vs ERP2.1
Accounting Software
• Manage the Day-to-Day
Finances
• Low Investment Point
• Deals only with the financial
aspects of the business:
• AR/AP
• Journal Entries
• General Ledger
• Income Statements
• Balance Sheets
• Basic Financial Reports
• Bank Statement Processing
ERP (Enterprise Resource Planning)
• Manage the entire Business now and Tomorrow
• Higher Investment Point
• Can include:
• Complete company over view
• Advanced Financial feature
• Fixed Asset
integration,
• Cost accounting
• Project accounting
• integrated budgets
• Full multi currency
• Comprehensive Procurement
and Sales Cycle
• Stock Management
• Production
Management
• Service Management
• Project Management
• Opportunity and
Customer Relationship
Management
• Advanced Reports
• Analytics (in some
cases)“Accounting only software provides a
good snapshot of a company’s financial
health today but lacks the ability to
anticipate tomorrow.”
Its like seeing your entire Business in a single view at the
angle you need to answer the questions your asking.
Discussion Points - More than Just Accounting2.2Multilingualism/LocalizationsAnalytics/DashboardsMobileSAP Business One Client
Accounting& Financials
Management & Administration
Sales &Service
Purchasing& Operations
Inventory& Distribution
Production& MRP
Project & ResourceManagement
Solution Customizing
• User administration
• Authorizations
• Multiple currencies
• Exchange rates
• Multiple posting periods
• Multi-branch
• Data import
• Opening balances
• Approval processes
• Calendar
• Microsoft Office integration
• Mobile Interaction
• Recurring transactions
• Drop Ship
• Opportunity and pipeline Mgmt.
• CRM
• Campaign Mgmt.
• Blanket agreements
• Quotations
• Sales orders
• Deliveries & Returns
• Invoices
• Dunning & Customer Mgmt.
• Gross profit calculation
• Service Mgmt.
• Service planning
• Customer interactions tracking
• Equipment card handling
• Service Dashboards
• Service contracts
• Human resource integration
• Knowledge database
• Service calendar
• Service call processing
• Purchase request
• Purchase quotations
• Web-enabled RFQ
• Purchase orders
• Goods receipt POs
• Goods returns
• A/P Invoice
• A/P Reserve Invoice
• Down-payment Invoice
• Down-payment request
• Cancel Marketing Documents
• A/P credit memos
• Landed costs
• Intrastat
• Item management
• Item lists
• Price lists
• Goods receipts
• Goods issues
• Inventory transactions
• Transfers
• Serial number mgmt
• Batch number mgmt.
• Price lists in multiple currencies
• Special prices
• Period and volume discounts
• Pick and pack
• Recurring transactions
• Inventory Tracking
• Bin Location
• Multiple Measurements
• Inventory Counting
• Bills of material
• Item Sets
• Production orders
• Goods issues
• Goods receipts
• Production Dashboards
• GL Account Determination
• Life Cycle Mgmt.
• Item cost calculation
• Forecasts
• MRP
• Make to order
• Order recommendations
• Production Routing
• Chart of accounts
• Journal entries
• Posting templates
• Recurring postings
• Financial reports
• Budget management
• Cost accounting
• Incoming payments
• Outgoing payments
• Payment run
• Bank statement processing
• Checks & credit cards
• Deferred payments
• Account reconciliation
• DATEV / ELSTER (DE)
• Fixed Assets
• SEPA
• Project management
• Project stages
• Stage dependencies
• Sub-projects handling
• Project Time Reporting
• Internal project handling
• Employee master data
• Time sheet entries
• Resource master data
• Resource capacity planning
• Gantt chart capacity viewing
• User-defined fields creation
• User-defined tables creation
• User-define queries creation
• SQL Query Generator
• Form UI configurator
• User-defined alerts
• Transaction notifications
• Workflow designer
• Business process checklist
• User defined Cockpit
• User-defined workbench
Discussion Points - Integrated Departments2.3
Discussion Points - Data Driven Decisions2.4
Demo – More Advanced Finance Functions3
ERP Finance
• GL Account Options
• Cost Accounting
• Account Segmentation
• Branch Accounting
• Full Multi Currency and multiple base
currencies
• Budgeting and controls
• Fixed Assets
• Project Costing and Budgeting
Demo – Integration of Processes3
Back Office Integration examples
• Sales History to Purchasing with
forecasts
• Sales Order to MRP to expanded
Purchase Cycle
• Opportunity and activity management
to Order
Demo – Extended Modules3
More functionality within Modules
• Inventory management
• Bin Location Management
• Batch and Serial Number Tracking
• Production
• Material and Operational costing with Routing
• Resource allocation and planning
• Service Management
• Detailed GP Calculations
Demo – Business Rule Management3
System Driven feedback and electronic
approvals
• Electronic Approvals
• System wide and line level approvals
• Mobile Integration
• KPI’s and Alerts
• Dashboards
• Creating your own reports
• Drag and Relate
• Dashboard Creation
• Excel Analytics
Summary4
Secure your bottom line
◼ Far deeper control of your finances
◼ Increased control into operational areas
◼ System driven rules and process’s
Drive and Increase Profitability
◼ Approvals and rules to protect the margin
◼ Tools to drive new and profitable revenue drives
◼ Analysis to support or enhance good decisions
Brand Enhancement
◼ Customers will see you as a valued partner
◼ Suppliers will know that you are system strong and on top of your business
◼ New customers want to work with good companies – Reputation is everything
We are by your side to help you improve your business